STRATEGIC GIVING FOR MEANINGFUL IMPACT
Where Intentional, Engaged, and Impactful Giving Starts
We help generous families & individuals navigate giving and volunteering to connect to the meaning and impact of their philanthropy.
DOES THIS SOUND LIKE YOU?
You are an emerging or established philanthropist and would like someone else to handle the day to day aspects of your giving.
You want to align or re-align your generosity with your values and want more structure.
You want to make a change in the way you give or the organizations you give to.
You want every dollar you give and every hour you volunteer to count, but need a strategy.
WHY USE A CHARITABLE ADVISOR?
Creating a customized, intentional giving plan will maximize your time, money, and impact and connect you to the causes you believe in, making giving meaningful and rewarding.
Schedule a free, no-pressure consultation to clarify where you are in your giving journey and identify what unique needs, values, and goals you have.
We’ll make a custom, strategic plan to get you on track to aligning your charitable dollars and time and creating a more meaningful connection to the causes you believe in.
Next, we can connect you to the opportunities that align with your passions, values, and goals, and initiate conversations to get your family involved.
For those who want to be less hands-on, we provide ongoing support and management of your giving journey.
LET'S GET STARTED!
Ready to be fully inspired, intentional, and engaged in your giving with a personalized giving plan?